Annual Midwest Institutional Forum

The 7th Annual Midwest Institutional Forum is an educational initiative designed through close coordination with the regions leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is designed to bring together fund leadership teams, investment officers, board members, trustees, and their consultants representing the Midwest institutional investment community. The forum's agenda was developed through extensive local travel and .. continue reading feedback from the institutional investor community representing institutional asset owners across public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, and investment consultants. This session will explore opportunities across the capital structure – from senior debt to junior debt to equity – and identify the favorable conditions driving interest in this sector. This panel will explore how investors are assessing ESG’s longer-term material impacts and how they are positioning their portfolios to avoid these potential risks. The onset of COVID-19 and subsequent panic stricken selloff challenged the perception of the bond market as a safe haven, but offered exceptional opportunistic merchandise in corporate credit, government debt, even exchange traded fixed income. Our panel will show how the difference between fixed income risk and opportunity is simply a matter of tolerance.

Speakers (past edition)

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Jim Maloney

Acting CIO (Chief Investment Officer) at Chicago Policemen's Annuity and... United States

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Daniel Allen

Chief Investment Officer at State Universities Retirement System of... Decatur, United States

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Mike Charette

Senior Investment Officer and Portfolio Manager at Municipal Employees' Retirement... Lansing, United States

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Tom Heck

CIO at Ball State University Foundation Muncie, United States

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Chief Investment Officer at Illinois State Treasurer Washington DC, United States

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William Atwood

Executive Director at Illinois State Board of Investment Washington DC, United States

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Leslie Lenzo, CFA

Chief Investment Officer at Advocate Health Care Washington DC, United States

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